Skip to content

Let's keep in touch

Subscribe to our newsletter for timely insights and actionable tips on your real estate journey.

By signing up, you indicate that you agree to the BiggerPockets Terms & Conditions
Followed Discussions Followed Categories Followed People Followed Locations
Private Lending & Conventional Mortgage Advice
All Forum Categories
Followed Discussions
Followed Categories
Followed People
Followed Locations
Market News & Data
General Info
Real Estate Strategies
Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Real Estate Classifieds
Reviews & Feedback

User Stats

30
Posts
26
Votes
Zeb B.
26
Votes |
30
Posts

Tax Loss Harvesting Implications on Mortgage Qualifications

Zeb B.
Posted

I have about $50,000 in unrealized stock market losses in my taxable brokerage account. I'm considering selling some of these securities for tax loss harvesting. I don't plan to change my exposure to equities, the proceeds from the sales would be reinvested in similar manner (without violating wash sale rules).

My question is, if I harvest $50,000 in losses this year, will that loss reduce my income available to qualify for conventional mortgages? (I understand that only $3000 of these losses could be used to offset income other than capital gains this year, and that I would have to carry forward other losses for use in future years.)

I'm not currently planning on taking out any more mortgages in the near future, but I don't want to box myself in to a corner in case an opportunity to buy or refinance a property arises.

Loading replies...